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Practical notes on Xero tracking budgets, budgeting workflows, and product updates.

xero budgeting excel import how-to

Import budget into Xero from Excel

A practical walkthrough of importing a budget into Xero from an Excel file — supported formats, column rules, and the most common errors.

May 15, 2026 6 min read

xero budgeting departments tracking-categories how-to

How to structure departmental budgets in Xero, report on them, and roll them up to a single company-wide total.

May 8, 2026 4 min read

xero budgeting tracking-categories how-to

A step-by-step guide to combining multiple Xero tracking budgets into a single consolidated budget — manually, and with automation.

April 30, 2026 5 min read